Who can see the notes I add to a client profile?
Keep track of key details on your client’s profile.
Why Use This Feature?
Client notes are a great way to remember personal details, track progress, or log interactions. They are only visible to users with admin access. Clients cannot see them.
Step-by-Step Instructions
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Go to the Clients tab and select a client profile.
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Click on General Notes.
- Type in your note — this could be anything from injury updates to client preferences or a reminder about a conversation.
The note will save as you type. Double-check that it has saved before you exit the section.
What Happens Next
Only users with access to the admin account can view client notes. Clients never see these notes; they are for internal use only.
Success Tip
Use notes as a shared log between staff. If a client works with multiple trainers or books different services, everyone stays in the loop without needing a handover.
Try the Step-by-Step Guide